PC Client shipments in free fall Q1.

[nerp]

I am guessing more people have learned how to build their own. Good for them.

Nope. People just aren't buying computers, Mac or PC.

 

[Rezist]

I'm hoping Zen will be good for notebook, otherwise it will be dead in the water.

Only 2 markets seem to matter now and that's servers and mobile, so you need to make a mobile server chip.

 

[VirtualLarry]

I'm hoping Zen will be good for notebook, otherwise it will be dead in the water.

Only 2 markets seem to matter now and that's servers and mobile, so you need to make a mobile server chip.

Even Intel doesn't make "mobile server chips". They make server chips (high core-count Xeons, some of which get turned into HEDT consumer CPUs), and they make mobile chips (some of which get turned into consumer desktop CPUs).

 

[Daemyion]

Not things intel can't do but doesn't do: lower price of HEDT systems



Zen could be 6-8 cores cheaper (maybe $50) than Broadwell-e and offer cheaper mainboards with enough PCI-e lanes. The market segmentation from intel with limited PCIe on 5820k is somewhat doubtful. The reason to go HEDT for me but be more PCIe lanes for CF/SLI and PCie SSDs and not core count.



If AMD can offer a HEDT-like platform (enough PCIe lanes) for $100 bucks less (CPU + mobo) at similar performance, that's a win. This $100 can give you a higher tier GPU (or CPU).



It's not sure but with broadwell-e intel doesn't seem to changes anything except offering a more expensive, additional 10-core SKU to the 6,6,8 core ones instead of 6,8,10 core and all with full PCIe enabled.

If AMD does this it will be committing suicide. The reason you are not getting said lanes is that owns will build 4 wide server systems on a much cheaper platform.

Edited because phones and fingers...

 

[cytg111]

I'm hoping Zen will be good for notebook, otherwise it will be dead in the water.

Only 2 markets seem to matter now and that's servers and mobile, so you need to make a mobile server chip.

- That is sorta where Intel is heading with Core is it not? A few shrinks more to sub 1 watt territory and we're there. Whats A9X's tdp ?

 

[ShintaiDK]

http://www.idc.com/getdoc.jsp?containerId=prUS41218816

Tablets went down 14.7% YoY.

Xilinx got a bad one too.

Unless the global economic crisis is resolved soon. It may stall the semiconductor industry for good.

 

[frozentundra123456]

The statements about the gap in lenovo show a big problem. Windows tablets have a serious gap between atom and core m. All atom is good for is sub 200 or even sub 150.00 tablets. Even though there are expensive atom tablets the performance doesnt justify it. And core m starts really expensive. Something in the 250 to 400 dollar range with core m would be very attractive. But intel doesnt want to sacrifice margins, so I dont see it happening.

 

[stockwiz]

Nexus 6 good enough. No plans to upgrade within 3 years unless something becomes irreparable.

Only upgraded to skylake in my bedroom computer to do my mother a favor. Still running 2600K @ 4.5 for gaming. Unless the motherboard dies I'll use that another few years or more.

I don't think I'd be long AAPL here. They have boatloads of cash but wall street rewards growth. AAPL should wait for their stock to fall into the 60's to 70's and buyback shares.

The problem with fractional reserve compound interest debt based banking is it depends on continually accelerating growth to sustain itself. In the absence of real wage inflation they've been relying on debt creation, asset inflation, and zero interest rates to prop everything up. This current economic cycle is peaked and we have near zero interest rates, so it will be interesting to see what ammunition they use to prop things up during the next downturn.

 

[cytg111]

The statements about the gap in lenovo show a big problem. Windows tablets have a serious gap between atom and core m. All atom is good for is sub 200 or even sub 150.00 tablets. Even though there are expensive atom tablets the performance doesnt justify it. And core m starts really expensive. Something in the 250 to 400 dollar range with core m would be very attractive. But intel doesnt want to sacrifice margins, so I dont see it happening.

They could introduce a Core-UM for Ultra Mobile that was sub one watt .. that wouldnt directly compete with Core-M.

 

[seitur]

Tablets went down 14.7% YoY.

Unless the global economic crisis is resolved soon. It may stall the semiconductor industry for good.

Problem is economic crisis is fueled by both fundamental internal problems and geopolitics.

Mainstream proposed solutions for internal problems like social spending cut & tax cuts or more goverment spending, more debt are both completly not adressing underlying internal problems.

 

[ShintaiDK]

Problem is economic crisis is fueled by both fundamental internal problems and geopolitics.

Mainstream proposed solutions for internal problems like social spending cut & tax cuts or more goverment spending, more debt are both completly not adressing underlying internal problems.

The problem is Keynesian ideology to put it short.

 

[seitur]

The problem is Keynesian ideology to put it short.

It is much more than that. 180 turn to Libertarianism, heavy goverment spending cuts, social cuts and tax cuts would also not cure the situation.

Because reasons of problems are so much more than taxation, social or monetary system slider placement.

Problem is much more structural and fundamental + it is further enchanced by bad international situation.

 

[senseamp]

You guys a are overthinking. Plenty of us make good money and aren't economically afflicted but have no interest in new PC clients because what we have is good enough.

 

[nerp]

You guys a are overthinking. Plenty of us make good money and aren't economically afflicted but have no interest in new PC clients because what we have is good enough.

Exactly. Listening to people whine about cores, HT, memory interfaces, blah blah. . . it's like people bickering about whether Saturn would have been saved if only they offered a pickup truck instead of just sedans. Missing. The. Point.